Filed April 13, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,750 |
SFI ADVISORS, LLC1 year Filed as: SFI ADVISORS LLC Service code 27 79 MIDLAND AVE · MONTCLAIR, NJ 07042 | Advisory (Plan) | $14,684 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,449 | $86,332-20.7% | $125,180-45.3% | $65,185+5.0% |
| Participation rate | 51.4% | 75.3%-23.9pp | 79.8%-28.4pp | 70.2%-18.8pp |
| Annual return | 25.40% | 27.43%-2.0pp | 43.79%-18.4pp | 29.38%-4.0pp |
| Employer contribution / active EE | $1,528 | $2,040-25.1% | $3,866-60.5% | $2,177-29.8% |
| Participant deferral / active EE | $2,864 | $3,537-19.0% | $4,937-42.0% | $3,514-18.5% |
| Admin fee / account holder | $455 | $609-25.4% | $9,703-95.3% | $847-46.3% |